James graduated from Heriot Watt University in 2021 with an MA in Business. He joined Progeny from Balmoral Asset Management in 2023 and is currently studying towards his Diploma in Regulated Financial Planning. James is at the beginning of his adviser training programme and later aims to become a Wealth Management Specialist.
Progeny is a trading style of The Progeny Group Limited and is used by various companies within the Progeny group of companies. The Progeny Group Limited is a limited company registered in England and Wales with number 09276612. The company’s registered address is 1A Tower Square, Leeds, LS1 4DL.
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